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Getting StartedDepositClearUpdated March 9, 2026

Introducing the Deposit Release Workflow

Introducing the Deposit Release Workflow — v0.1.31

Version 0.1.31 ships the Deposit Release Workflow: a structured, end-to-end process for releasing deposit funds at the close of a tenancy. Here's what's new and how to use it.

What's New

Previously, coordinating the release of deposit funds involved manual communication between agents, landlords, and tenants — with no central record of what was agreed.

With the Deposit Release Workflow, the entire process is handled in one place:

  1. The agent proposes a split — specifying exactly how much goes back to the tenant, how much goes to the landlord, and any itemised deductions.
  2. All parties acknowledge — landlord and tenant both confirm they have reviewed the proposal before anything moves.
  3. The agent releases funds — once acknowledgements are in, the agent initiates the release through the deposit scheme directly from the platform.
  4. Everything is audited — the full agreed split, all acknowledgement events, and the release action are permanently recorded.

Getting Started

Step 1 — Create a Deposit Release Proposal

Navigate to the tenancy record and open the Deposit Release section. Enter the proposed amounts:

  • Return to tenant — the refund amount
  • Amount to landlord — any sum retained for the landlord
  • Deductions — add one or more itemised deductions with amounts and descriptions

Ensure the total equals the deposit held. Submit the proposal to notify all parties.

Step 2 — Await Acknowledgements

The landlord and tenant will each receive a notification with details of the proposed split. You can track their acknowledgement status from the tenancy record. The Initiate Release button will remain inactive until both parties have acknowledged.

Step 3 — Initiate the Release

Once both parties have acknowledged, the Initiate Release button becomes active. Click it to submit the release instruction to the deposit scheme. The platform will confirm when the instruction has been sent.

Step 4 — Review the Audit Record

After release, the full audit trail is available on the tenancy record. This includes all amounts, acknowledgement timestamps, and the release event — useful for compliance purposes or if a question arises later.

Further Reading